UdrUDR
13F holders, Q2 2026 (June 30)522holders −6
69new positions
80sold out
8famous investors
$39.91avg. 13F price*
At the end of Q2 2026, 522 institutions reported holding Udr Inc. (UDR) in their 13F filings, down 6 from Q1 2026. 69 opened new positions and 80 sold out. The largest holders were BlackRock, Inc. ($1.2B), Norges Bank ($1.2B) and Capital Research Global Investors ($1.0B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Udr Inc.
- Sector
- Real Estate
- CUSIP
- 902653104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $512.9M |
| Exits | 80 | $279.9M |
All 13F filers, Q1 2026 → Q2 2026: 26,623,687 shares bought and 42,879,832 shares sold, net −16,256,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 522 holders
| BlackRock, Inc. | 0.02% | Reduce -13.6% | 31,250,868 | $1.2B |
| Norges Bank | 0.12% | — | 29,452,071 | $1.2B |
| Capital Research Global Investors | 0.14% | Reduce -0.2% | 25,567,641 | $1.0B |
| Vanguard Portfolio Management LLC | 0.05% | Reduce -2.8% | 25,516,492 | $1.0B |
| Vanguard Capital Management LLC | 0.02% | Reduce -0.9% | 20,291,857 | $810.1M |
| State Street Corp. | 0.02% | Reduce -10.1% | 19,385,427 | $773.9M |
| Cohen & Steers, Inc. | 0.97% | Reduce -25.8% | 15,418,373 | $615.5M |
| FMR LLC | 0.02% | Add +2.8% | 14,085,967 | $562.3M |
| Invesco Ltd. | 0.04% | Add +1.2% | 13,861,075 | $553.3M |
| Centersquare Investment Management LLC | 3.14% | Add +10.2% | 9,221,587 | $368.1M |
| Geode Capital Management, LLC | 0.02% | Reduce -0.8% | 8,688,083 | $346.3M |
| JPMorgan Chase & Co. | 0.01% | Add +9.4% | 6,230,612 | $250.6M |
| Canada Pension Plan Investment Board | 0.12% | New | 5,500,000 | $219.6M |
| Wellington Management Group LLP | 0.04% | Reduce -15.9% | 5,453,681 | $217.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.5% | 5,182,649 | $206.9M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.9% | 4,806,606 | $191.9M |
| CBRE Investment Management Listed Real Assets LLC | 2.55% | Add +80.6% | 4,581,042 | $182.9M |
| Northern Trust Corp. | 0.02% | Reduce -12.3% | 4,005,381 | $159.9M |
| Daiwa Securities Group Inc. | 0.33% | Reduce -18.0% | 3,651,175 | $145.8M |
| Morgan Stanley | 0.01% | Reduce -6.5% | 3,311,671 | $132.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +6.1% | 2,837,993 | $113.3M |
| Alyeska Investment Group, L.P. | 0.27% | New | 2,665,782 | $106.4M |
| UBS Group AG | 0.02% | Add +22.7% | 2,493,207 | $99.5M |
| Nuveen, LLC | 0.02% | Add +223.0% | 2,361,535 | $94.3M |
| Bank of New York Mellon Corp | 0.01% | Add +1.2% | 2,246,003 | $89.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -25.3% | 2,186,027 | $87.3M |
| Legal & General Group Plc | 0.02% | Reduce -25.5% | 1,971,134 | $78.7M |
| Balyasny Asset Management L.P. | 0.15% | Reduce -30.1% | 1,934,040 | $77.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -2.0% | 1,686,287 | $67.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -33.8% | 1,426,925 | $57.0M |
| Bank of America Corp. | 0.00% | Add +19.9% | 1,412,176 | $56.4M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +2071.1% | 1,360,499 | $54.3M |
| Citadel Advisors | 0.03% | Reduce -61.6% | 1,334,910 | $53.3M |
| Teacher Retirement System of Texas | 0.13% | Add +1.7% | 1,215,206 | $48.5M |
| Woodline Partners LP | 0.15% | Reduce -34.7% | 1,201,802 | $48.0M |
| Prudential Financial Inc. | 0.05% | Reduce -52.2% | 1,198,929 | $47.9M |
| State of Tennessee, Department of Treasury | 0.14% | Reduce -0.1% | 1,184,294 | $47.3M |
| Hudson Bay Capital Management LP | 0.25% | Add +49.6% | 1,180,557 | $47.1M |
| Gillson Capital LP | 2.76% | New | 1,172,691 | $46.8M |
| Ameriprise Financial Inc. | 0.01% | Add +6.1% | 1,159,201 | $46.3M |
| Lasalle Investment Management Securities LLC | 1.63% | Reduce -16.4% | 1,144,865 | $45.7M |
| HSBC Holdings PLC | 0.02% | Reduce -14.7% | 1,009,608 | $40.3M |
| AQR Capital Management | 0.01% | Add +140.7% | 1,013,479 | $40.3M |
| Deutsche Bank AG | 0.01% | Reduce -26.0% | 905,562 | $36.2M |
| First Trust Advisors LP | 0.02% | Reduce -15.0% | 884,507 | $35.3M |
| APG Asset Management US Inc. | 0.24% | No change | 828,243 | $33.6M |
| Qube Research & Technologies Ltd | 0.04% | New | 808,812 | $32.3M |
| Callodine Capital Management, LP | 2.11% | Reduce -3.5% | 804,619 | $32.1M |
| Apollo Management Holdings, L.P. | 0.49% | No change | 754,130 | $30.1M |
| Hazelview Securities Inc. | 3.95% | Add +113.1% | 693,817 | $28.5M |
| Squarepoint Ops LLC | 0.06% | Add +673.8% | 703,246 | $28.1M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -18.3% | 690,578 | $27.6M |
| Investure, LLC | 1.70% | No change | 682,339 | $27.2M |
| Citigroup Inc. | 0.01% | Reduce -24.7% | 674,215 | $26.9M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +28.0% | 663,973 | $26.5M |
| Gotham Asset Management | 0.06% | Add +5.8% | 641,518 | $25.6M |
| California Public Employees Retirement System | 0.01% | Add +1.4% | 634,781 | $25.3M |
| Bank of Montreal | 0.01% | Reduce -4.3% | 623,411 | $24.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -32.4% | 622,465 | $24.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -14.0% | 620,384 | $24.8M |
| Sei Investments Co. | 0.02% | Reduce -36.9% | 619,837 | $24.7M |
| Renaissance Technologies | 0.03% | Reduce -50.8% | 616,298 | $24.6M |
| Schroder Investment Management Group | 0.02% | Reduce -8.3% | 607,711 | $24.4M |
| Vanguard Global Advisers, LLC | 0.01% | Reduce -3.3% | 608,602 | $24.3M |
| Barclays PLC | 0.01% | Reduce -40.3% | 607,595 | $24.3M |
| Point72 Asset Management | 0.04% | Add +125.9% | 601,160 | $24.0M |
| Swiss National Bank | 0.01% | Reduce -36.1% | 589,100 | $23.5M |
| Rhumbline Advisers | 0.02% | Reduce -13.5% | 585,469 | $23.4M |
| Neuberger Berman Group LLC | 0.02% | Add +1.6% | 578,448 | $23.1M |
| Jain Global LLC | 0.29% | New | 576,249 | $23.0M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -8.8% | 567,906 | $22.7M |
| Raymond James Financial Inc. | 0.01% | Add +27.1% | 545,265 | $21.8M |
| Snowwater Investment Partners, LLC | 14.47% | Add +4731.3% | 524,198 | $20.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +205.8% | 519,196 | $20.7M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -14.1% | 494,963 | $19.8M |
| Principal Financial Group Inc. | 0.01% | Add +12.4% | 491,048 | $19.6M |
| Asset Management One Co., Ltd. | 0.05% | Reduce -17.4% | 490,743 | $19.6M |
| Public Employees Retirement System of Ohio | 0.06% | Reduce -1.5% | 470,085 | $18.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.8% | 469,781 | $18.8M |
| Amundi | 0.00% | Reduce -57.9% | 452,129 | $18.0M |
| Lighthouse Investment Partners, LLC | 0.55% | Add +12.2% | 441,204 | $17.6M |
| Schonfeld Strategic Advisors LLC | 0.09% | New | 425,427 | $17.0M |
| Pacific Heights Asset Management LLC | 0.51% | Add +14.3% | 400,000 | $16.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -14.9% | 396,193 | $15.8M |
| Baron Capital (BAMCO) | 0.02% | Reduce -51.8% | 372,699 | $14.9M |
| Allianz Asset Management GmbH | 0.01% | Reduce -25.8% | 368,119 | $14.7M |
| California State Teachers Retirement System | 0.01% | Reduce -37.2% | 341,680 | $13.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -62.4% | 402,866 | $13.6M |
| Exchange Traded Concepts, LLC | 0.07% | Add +104.7% | 336,116 | $13.4M |
| State of New Jersey Common Pension Fund D | 0.04% | Add +1.6% | 326,382 | $13.0M |
| Millennium Management | 0.01% | Reduce -76.0% | 325,319 | $13.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.06% | Add +39.6% | 307,440 | $12.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -43.5% | 305,277 | $12.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +81.9% | 299,875 | $12.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +140.7% | 294,658 | $11.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -6.4% | 286,937 | $11.5M |
| Vanguard Investments Australia, Ltd. | 0.03% | Reduce -22.0% | 285,297 | $11.4M |
| Susquehanna International Group, LLP | 0.01% | Add +536.4% | 278,570 | $11.1M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.0% | 275,994 | $11.0M |
| Algert Global LLC | 0.13% | New | 272,880 | $10.9M |
| Jane Street Group, LLC | 0.01% | Reduce -24.8% | 271,170 | $10.8M |
| Quantinno Capital Management LP | 0.01% | Add +19.0% | 263,839 | $10.5M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -3.8% | 245,582 | $9.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.3% | 236,904 | $9.5M |
| Y-Intercept (Hong Kong) Ltd | 0.18% | New | 234,013 | $9.3M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Reduce -26.1% | 229,961 | $9.2M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.8% | 229,830 | $9.2M |
| Danica Pension, Livsforsikringsaktieselskab | 0.14% | Add +9.8% | 224,506 | $9.0M |
| Evergreen Capital Management LLC | 0.16% | Add +11.7% | 224,104 | $8.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Reduce -16.5% | 223,713 | $8.9M |
| Royal Bank of Canada | 0.00% | Reduce -35.2% | 215,430 | $8.6M |
| Van Eck Associates Corp. | 0.01% | Add +6.9% | 214,134 | $8.5M |
| Sophron Capital Management L.P. | 2.64% | Reduce -44.8% | 213,157 | $8.5M |
| Macquarie Group Ltd. | 0.04% | Reduce -4.6% | 211,186 | $8.4M |
| Tudor Investment Corporation | 0.03% | Add +2.6% | 191,129 | $7.6M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -1.6% | 190,784 | $7.6M |
| Manning & Napier Advisors LLC | 0.10% | No change | 189,195 | $7.6M |
| Jupiter Topco LLC | 0.00% | — | 188,181 | $7.5M |
| APG Asset Management N.V. | 0.02% | Add +46.1% | 213,858 | $7.5M |
| Cerity Partners LLC | 0.01% | Add +27.9% | 182,486 | $7.3M |
| Landmark Investment Partners, L.P. | 6.63% | New | 193,045 | $7.2M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 209,493 | $7.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -2.3% | 169,321 | $6.8M |
| Verition Fund Management LLC | 0.05% | Add +200.8% | 164,592 | $6.6M |
| Vert Asset Management LLC | 1.75% | Add +3.9% | 160,196 | $6.4M |
| Aberdeen Group plc | 0.01% | Add +1.7% | 157,458 | $6.3M |
| American Century Companies Inc. | 0.00% | Add +8.3% | 147,987 | $5.9M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +193.0% | 146,487 | $5.8M |
| LPL Financial LLC | 0.00% | Add +0.4% | 143,184 | $5.7M |
| FIL Ltd | 0.00% | Add +3.2% | 139,894 | $5.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -2.3% | 138,129 | $5.5M |
| Calamos Advisors LLC | 0.03% | Reduce -1.8% | 137,970 | $5.5M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -26.1% | 134,342 | $5.4M |
| Cibc World Market Inc. | 0.01% | Reduce -45.4% | 133,777 | $5.3M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -24.1% | 130,279 | $5.2M |
| WINTON GROUP Ltd | 0.17% | New | 128,301 | $5.1M |
| Natixis | 0.02% | New | 125,188 | $5.0M |
| Aew Capital Management L P | 0.30% | Reduce -22.4% | 124,740 | $5.0M |
| Advocate Group LLC | 0.72% | Add +15.3% | 120,478 | $4.8M |
| Wells Fargo & Company | 0.00% | Reduce -11.3% | 120,293 | $4.8M |
| Eurizon Capital SGR S.p.A. | 0.01% | Add +190.5% | 118,776 | $4.7M |
| Handelsbanken Fonder AB | 0.01% | Add +41.3% | 116,700 | $4.7M |
| Prudential PLC | 0.03% | Add +591.7% | 116,244 | $4.6M |
| NEOS Investment Management LLC | 0.02% | Add +11.1% | 114,882 | $4.6M |
| National Bank of Canada | 0.00% | Add +16.2% | 113,050 | $4.5M |
| Corsicana & Co. | 2.14% | No change | 110,713 | $4.4M |
| Investment Management Corp of Ontario | 0.06% | Reduce -17.0% | 109,805 | $4.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -20.8% | 108,254 | $4.3M |
| Cander Asset Management LP | 0.80% | Reduce -19.9% | 107,299 | $4.3M |
| Dockside LLC | 0.95% | — | 101,870 | $4.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -40.1% | 100,713 | $4.0M |
| Marshall Wace, LLP | 0.00% | New | 100,306 | $4.0M |
| Bessemer Group Inc. | 0.01% | Add +0.0% | 97,707 | $3.9M |
| Storebrand Asset Management As | 0.01% | Add +5.0% | 95,573 | $3.8M |
| ProShare Advisors LLC | 0.01% | Reduce -1.1% | 93,803 | $3.7M |
| Toronto Dominion Bank | 0.01% | Reduce -28.7% | 93,580 | $3.7M |
| Public Sector Pension Investment Board | 0.01% | Reduce -1.4% | 84,386 | $3.4M |
| Czech National Bank | 0.02% | Add +2.8% | 84,160 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.7% | 84,062 | $3.4M |
| Creative Planning | 0.00% | Add +18.5% | 82,956 | $3.3M |
| Metis Global Partners, LLC | 0.07% | Reduce -37.8% | 82,625 | $3.3M |
| Credit Agricole S A | 0.01% | Add +816.0% | 82,587 | $3.3M |
| Arizona State Retirement System | 0.02% | Reduce -5.1% | 80,931 | $3.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -25.7% | 80,772 | $3.2M |
| New York Life Investment Management LLC | 0.02% | Add +1.2% | 79,674 | $3.2M |
| TD Asset Management Inc | 0.00% | Reduce -47.4% | 78,567 | $3.1M |
| Natixis Advisors, LLC | 0.00% | Add +24.5% | 77,719 | $3.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.5% | 76,440 | $3.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.07% | Reduce -39.9% | 76,211 | $3.0M |
| Mackenzie Financial Corp. | 0.00% | Add +105.5% | 75,767 | $3.0M |
| State of Michigan Retirement System | 0.01% | Reduce -3.6% | 75,745 | $3.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.8% | 74,284 | $3.0M |
| Consolidated Investment Group LLC | 0.24% | No change | 70,100 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +289.9% | 68,200 | $2.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -7.9% | 67,674 | $2.7M |
| Sterling Capital Management LLC | 0.05% | Reduce -5.6% | 67,447 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -45.3% | 66,400 | $2.7M |
| CIBC Asset Management Inc | 0.01% | Reduce -9.3% | 66,177 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +125.1% | 63,518 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Add +0.4% | 63,231 | $2.5M |
| Voya Investment Management LLC | 0.00% | Add +0.8% | 62,956 | $2.5M |
| Inspire Investing, LLC | 0.10% | Add +8.7% | 62,953 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.5% | 61,230 | $2.4M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -49.9% | 59,739 | $2.4M |
| FJ Capital Management LLC | 0.31% | New | 59,259 | $2.4M |
| Vestcor Inc | 0.06% | Reduce -13.1% | 57,765 | $2.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -56.0% | 57,014 | $2.3M |
| New Age Alpha Advisors, LLC | 0.09% | Add +0.1% | 55,429 | $2.2M |
| Dimension Capital Management LLC | 0.26% | Reduce -16.4% | 54,900 | $2.2M |
| IFM Investors Pty Ltd | 0.01% | Reduce -48.9% | 53,247 | $2.1M |
| Amalgamated Bank | 0.01% | Reduce -7.5% | 52,494 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 52,311 | $2.1M |
| Inspire Trust Co, N.A. | 0.29% | No change | 52,000 | $2.1M |
| Frec Markets, Inc. | 0.18% | Add +317.8% | 50,265 | $2.0M |
| Utah Retirement Systems | 0.02% | Reduce -9.0% | 49,234 | $2.0M |
| Knights of Columbus Asset Advisors LLC | 0.10% | Add +40.7% | 48,938 | $2.0M |
| Danske Bank A/S | 0.00% | Reduce -82.9% | 48,677 | $1.9M |
| Summit Trail Advisors, LLC | 0.02% | Add +0.9% | 47,845 | $1.9M |
| Man Group plc | 0.00% | New | 47,778 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.1% | 46,948 | $1.9M |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -47.8% | 46,204 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -42.9% | 46,086 | $1.8M |
| Bayhunt Capital LLC | 2.36% | Reduce -77.7% | 49,511 | $1.8M |
| Telos Capital Management, Inc. | 0.16% | Reduce -4.1% | 45,259 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.1% | 44,734 | $1.8M |
| Pensionfund PDN | 0.90% | No change | 43,605 | $1.7M |
| Weiss Asset Management LP | 0.03% | New | 42,919 | $1.7M |
| Bleakley Financial Group, LLC | 0.02% | Add +6.8% | 42,428 | $1.7M |
| Xponance LLC | 0.01% | Reduce -31.4% | 42,367 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +10.1% | 41,794 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +42.8% | 39,634 | $1.6M |
| Bank of Nova Scotia | 0.00% | Reduce -59.7% | 39,085 | $1.6M |
| Catalyst Funds Management Pty Ltd | 0.09% | New | 39,051 | $1.6M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -13.4% | 37,866 | $1.5M |
| Rafferty Asset Management, LLC | 0.00% | Add +24.4% | 36,798 | $1.5M |
| iA Global Asset Management Inc. | 0.02% | Add +9.0% | 36,513 | $1.5M |
| M&T Bank Corp | 0.00% | Add +3.3% | 36,454 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +5.5% | 36,371 | $1.5M |
| Mariner, LLC | 0.00% | New | 36,081 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.6% | 35,956 | $1.4M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -21.4% | 35,649 | $1.4M |
| Jefferies Financial Group Inc. | 0.01% | Add +242.0% | 35,181 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +428.5% | 35,024 | $1.4M |
| XTX Topco Ltd | 0.02% | Reduce -78.0% | 34,859 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -13.7% | 32,779 | $1.3M |
| Norinchukin Bank, The | 0.01% | Reduce -4.7% | 31,606 | $1.3M |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -30.8% | 31,348 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +77.7% | 31,396 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 30,751 | $1.2M |
| Ieq Capital, LLC | 0.01% | Reduce -3.7% | 30,703 | $1.2M |
| Graham Capital Wealth Management, LLC | 0.92% | Reduce -8.8% | 29,718 | $1.2M |
| Nomura Asset Management International Inc. | 0.00% | Add +45.5% | 29,397 | $1.2M |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 29,333 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -17.7% | 28,804 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.8% | 28,694 | $1.1M |
| Entropy Technologies, LP | 0.05% | New | 28,438 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -10.2% | 27,757 | $1.1M |
| Sivia Capital Partners, LLC | 0.13% | New | 27,444 | $1.1M |
| Nomura Holdings Inc. | 0.00% | Add +185.6% | 27,104 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +0.5% | 27,024 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | New | 25,541 | $1.0M |
| Paller Financial Services Inc | 0.76% | New | 25,476 | $1.0M |
| Lecap Asset Management Ltd. | 0.43% | New | 24,895 | $994K |
| Spirit of America Management Corp. | 0.19% | Reduce -12.3% | 24,850 | $992K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 24,850 | $992K |
| Havemeyer Place LP | 0.10% | Add +21.6% | 24,605 | $982K |
| Osaic Holdings, Inc. | 0.00% | Add +11.9% | 24,558 | $980K |
| Holocene Advisors, LP | 0.00% | Reduce -78.6% | 23,939 | $956K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 23,550 | $940K |
| Pacer Advisors, Inc. | 0.00% | Reduce -36.5% | 23,504 | $938K |
| London Co. of Virginia | 0.01% | No change | 23,373 | $933K |
| Mizuho Securities USA LLC | 0.01% | Add +27.3% | 23,148 | $924K |
| GeoWealth Management, LLC | 0.03% | Reduce -24.5% | 22,707 | $906K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.3% | 21,897 | $874K |
| Wolverine Asset Management LLC | 0.04% | Reduce -71.0% | 21,717 | $867K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -60.6% | 21,228 | $847K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +52.9% | 20,832 | $846K |
| Bridgefront Capital, LLC | 0.22% | New | 21,115 | $843K |
| Pensionfund Sabic | 0.89% | No change | 20,888 | $834K |
| Kentucky Retirement Systems | 0.02% | New | 20,855 | $833K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 19,700 | $786K |
| Corient Private Wealth LP | 0.00% | Reduce -26.6% | 19,617 | $783K |
| Abc Arbitrage SA | 0.08% | Reduce -90.0% | 19,564 | $781K |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.9% | 19,340 | $772K |
| Heritage Wealth Advisors | 0.03% | No change | 19,288 | $770K |
| Generali Asset Management SPA SGR | 0.01% | Reduce -4.0% | 19,144 | $764K |
| Los Angeles Capital Management LLC | 0.00% | Add +1453.3% | 18,935 | $756K |
| Keybank National Association | 0.00% | Add +5.7% | 18,838 | $752K |
| Fifth Third Bancorp | 0.00% | Reduce -13.8% | 18,713 | $747K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -90.8% | 18,485 | $738K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -56.9% | 18,328 | $732K |
| Allstate Corp. | 0.01% | Add +3.6% | 18,236 | $728K |
| Harvest Portfolios Group Inc. | 0.01% | Reduce -22.5% | 17,766 | $709K |
| Atria Investments, Inc | 0.01% | Reduce -6.0% | 17,062 | $681K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -11.4% | 16,980 | $678K |
| Gsa Capital Partners LLP | 0.04% | New | 16,937 | $676K |
| Maryland State Retirement & Pension System | 0.01% | Add +9.4% | 16,779 | $670K |
| Brown Advisory Inc. | 0.00% | Reduce -29.6% | 16,730 | $668K |
| Vident Advisory, LLC | 0.00% | Reduce -4.5% | 16,634 | $664K |
| Whittier Trust Co. | 0.01% | Add +1265.9% | 16,077 | $659K |
| Hartford Investment Management Co. | 0.02% | Reduce -5.7% | 16,242 | $648K |
| Arax Advisory Partners | 0.00% | Add +187.6% | 15,967 | $637K |
| Sagewood Asset Management LP | 0.14% | New | 15,910 | $635K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.6% | 15,722 | $628K |
| Pacific Sun Financial Corp | 0.25% | Reduce -3.1% | 15,369 | $614K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.3% | 15,100 | $603K |
| Penserra Capital Management LLC | 0.00% | Add +0.4% | 14,995 | $597K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.7% | 14,953 | $597K |
| New Mexico Educational Retirement Board | 0.01% | Add +7.2% | 14,900 | $595K |
| Clearstead Advisors, LLC | 0.01% | Add +1.0% | 14,849 | $593K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -1.7% | 14,734 | $588K |
| Aurora Investment Managers, LLC. | 0.34% | Reduce -69.3% | 14,057 | $561K |
| SEB Asset Management AB | 0.00% | Reduce -84.0% | 13,416 | $536K |
| DNB Asset Management AS | 0.00% | Reduce -75.3% | 13,402 | $535K |
| DoubleLine ETF Adviser LP | 0.22% | Reduce -14.2% | 13,341 | $533K |
| Compound Planning, Inc. | 0.01% | Add +89.6% | 13,153 | $525K |
| Naviter Wealth, LLC | 0.05% | Reduce -13.3% | 13,153 | $525K |
| Engineers Gate Manager LP | 0.01% | New | 12,810 | $511K |
| Kestra Advisory Services, LLC | 0.00% | New | 12,448 | $497K |
| Partners in Financial Planning | 0.07% | No change | 12,368 | $494K |
| DRW Securities, LLC | 0.03% | Reduce -15.6% | 12,117 | $484K |
| Praxis Investment Management Inc. | 0.03% | New | 12,003 | $479K |
| State of Wyoming | 0.05% | Add +5.7% | 11,826 | $472K |
| Hummer Financial Advisory Services Inc | 0.31% | No change | 11,722 | $468K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -18.3% | 11,629 | $464K |
| Capital Fund Management S.A. | 0.00% | New | 11,613 | $464K |
| MUFG Securities EMEA plc | 0.00% | Reduce -6.5% | 11,573 | $462K |
| Freestone Grove Partners LP | 0.00% | Reduce -98.5% | 11,468 | $458K |
| Wealthfront Advisers LLC | 0.00% | Add +16.6% | 11,415 | $456K |
| GAMMA Investing LLC | 0.02% | Add +0.5% | 11,303 | $451K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +238.4% | 11,196 | $447K |
| HB Wealth Management, LLC | 0.00% | Add +36.2% | 11,098 | $443K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | Reduce -14.8% | 11,067 | $442K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -16.9% | 10,814 | $432K |
| KBC Group NV | 0.00% | Reduce -81.6% | 10,684 | $426K |
| Abel Hall, LLC | 0.07% | New | 10,485 | $419K |
| Dover Advisors, LLC | 0.17% | Reduce -83.5% | 11,273 | $413K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.7% | 10,312 | $412K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +13.4% | 10,057 | $401K |
| Ackerman Capital Advisors, LLC | 0.08% | No change | 10,050 | $401K |
| North Dakota State Investment Board | 0.02% | Add +1.7% | 9,825 | $392K |
| Ritholtz Wealth Management | 0.01% | New | 9,693 | $387K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Reduce -1.5% | 9,480 | $378K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -4.5% | 9,448 | $377K |
| Groupama Asset Managment | 0.00% | No change | 9,265 | $370K |
| Cresset Asset Management, LLC | 0.00% | New | 9,228 | $368K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -47.5% | 9,177 | $366K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -49.6% | 9,125 | $364K |
| Mufg Securities Americas Inc. | 0.02% | Add +7.0% | 8,906 | $356K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 8,901 | $355K |
| Carnegie Investment Counsel | 0.01% | No change | 8,768 | $350K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.02% | Reduce -0.5% | 8,654 | $345K |
| 111 Capital | 0.06% | New | 8,515 | $340K |
| Stifel Financial Corp. | 0.00% | Reduce -9.6% | 8,501 | $339K |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.00% | Reduce -88.0% | 8,472 | $338K |
| Medallion Wealth Advisors, LLC | 0.11% | No change | 8,447 | $337K |
| Nykredit A/S | 0.00% | — | 8,296 | $331K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 7,980 | $319K |
| Aprio Wealth Management, LLC | 0.02% | Add +13.7% | 7,928 | $317K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.7% | 7,857 | $312K |
| Advisory Alpha, LLC | 0.01% | Add +7.7% | 7,588 | $303K |
| Capital Management Corp. | 0.04% | No change | 7,501 | $299K |
| Jump Financial, LLC | 0.00% | New | 7,500 | $299K |
| Coldstream Capital Management Inc. | 0.00% | New | 7,299 | $291K |
| V-Square Quantitative Management LLC | 0.03% | No change | 7,267 | $290K |
| Ethic Inc. | 0.00% | Reduce -66.2% | 6,987 | $279K |
| TT Capital Management LLC | 0.21% | Reduce -1.4% | 6,800 | $271K |
| Integrity Wealth Solutions LLC | 0.10% | No change | 6,766 | $270K |
| Ossiam | 0.00% | New | 6,766 | $270K |
| IRON Financial LLC | 0.11% | Add +6.5% | 6,754 | $270K |
| Capital International Sarl | 0.00% | Reduce -9.6% | 6,727 | $269K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -28.9% | 6,427 | $257K |
| Alps Advisors Inc. | 0.00% | Add +2.4% | 6,403 | $256K |
| Verus Financial Partners, Inc. | 0.02% | No change | 6,400 | $255K |
| Syon Capital LLC | 0.01% | Reduce -8.8% | 6,383 | $255K |
| Empowered Funds, LLC | 0.00% | New | 6,341 | $253K |
| Quadrature Capital Ltd | 0.00% | New | 6,222 | $248K |
| Brown Brothers Harriman & Co. | 0.00% | Add +49.0% | 6,167 | $246K |
| AlphaCore Capital LLC | 0.00% | New | 6,095 | $243K |
| Evolve Private Wealth, LLC | 0.01% | New | 6,022 | $240K |
| Winebrenner Capital Management LLC | 0.15% | Reduce -0.2% | 6,000 | $240K |
| Tema ETFs LLC | 0.01% | Add +10.7% | 5,989 | $239K |
| Crestwood Advisors Group, LLC | 0.00% | New | 5,877 | $235K |
| Chesapeake Wealth Management | 0.07% | New | 5,855 | $234K |
| One Capital Management, LLC | 0.01% | No change | 6,840 | $231K |
| GTS Securities LLC | 0.00% | Reduce -49.0% | 5,733 | $229K |
| AlphaGrep UK Ltd | 0.07% | Reduce -65.3% | 5,726 | $229K |
| AlTi Global, Inc. | 0.00% | New | 5,715 | $228K |
| Jones Financial Companies LLLP | 0.00% | Add +18.3% | 5,606 | $224K |
| Armistice Capital, LLC | 0.01% | New | 5,424 | $217K |
| NewEdge Advisors, LLC | 0.00% | Add +8883.3% | 5,390 | $215K |
| Cetera Trust Company, N.A | 0.10% | No change | 5,205 | $208K |
| Atom Investors LP | 0.02% | Reduce -74.6% | 5,186 | $207K |
| Bull Harbor Capital LLC | 0.04% | New | 5,090 | $203K |
| CPA Asset Management Group, LLC | 0.06% | Reduce -50.0% | 5,071 | $202K |
| Horizon Investments, LLC | 0.00% | Add +1.4% | 5,064 | $201K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 5,025 | $201K |
| Canada Post Corp Registered Pension Plan | 0.01% | No change | 4,935 | $197K |
| Sun Life Financial Inc. | 0.01% | Add +46.4% | 4,708 | $188K |
| Global Retirement Partners, LLC | 0.00% | — | 4,689 | $187K |
| Optiver Holding B.V. | 0.00% | New | 4,472 | $179K |
| Group One Trading LLC | 0.01% | Add +410.4% | 4,430 | $177K |
| CX Institutional | 0.00% | Add +46.5% | 3,978 | $159K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -17.9% | 3,906 | $156K |
| Rothschild Investment LLC | 0.01% | Add +42.2% | 3,661 | $146K |
| Summit Securities Group LLC | 0.03% | Add +6985.7% | 3,472 | $139K |
| US Bancorp \de | 0.00% | Reduce -3.3% | 3,330 | $133K |
| Washington Trust Advisors, Inc. | 0.01% | Add +1.0% | 3,274 | $131K |
| Parallel Advisors, LLC | 0.00% | Reduce -20.2% | 2,957 | $118K |
| Employees Retirement System of Texas | 0.00% | New | 2,887 | $115K |
| Westpac Banking Corp. | 0.01% | Reduce -24.7% | 2,856 | $114K |
| Y.D. More Investments Ltd | 0.00% | Add +3.7% | 2,805 | $112K |
| Signaturefd, LLC | 0.00% | Reduce -20.9% | 2,697 | $108K |
| Allworth Financial LP | 0.00% | Add +13.8% | 2,643 | $106K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -9.2% | 2,585 | $103K |
| Creative Financial Designs Inc. | 0.00% | Add +22.4% | 2,502 | $100K |
| St Germain D J Co. Inc. | 0.00% | No change | 2,161 | $86K |
| Graticule Asia Macro Advisors LLC | 0.01% | New | 2,068 | $83K |
| Bokf, NA | 0.00% | New | 1,998 | $80K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,918 | $77K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +224.0% | 1,889 | $75K |
| Duff & Phelps Investment Management Co. | 0.00% | New | 1,800 | $72K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +27.6% | 1,555 | $62K |
| Addison Advisors LLC | 0.03% | Reduce -18.7% | 1,447 | $58K |
| Wiser Advisor Group LLC | 0.06% | Add +1.2% | 1,368 | $55K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.7% | 1,325 | $53K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | Reduce -91.5% | 1,301 | $52K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,296 | $52K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.0% | 1,236 | $49K |
| Huntington National Bank | 0.00% | Reduce -2.0% | 1,178 | $47K |
| Mather Group, Llc. | 0.00% | Reduce -27.6% | 1,133 | $45K |
| Private Trust Co. NA | 0.00% | Reduce -1.1% | 1,071 | $43K |
| Essential Partners LLC | 0.02% | Add +1098.8% | 1,007 | $40K |
| Albion Financial Group | 0.00% | No change | 1,000 | $40K |
| UMB Bank, n.a. | 0.00% | Reduce -18.7% | 975 | $39K |
| Parkside Financial Bank & Trust | 0.00% | Add +163.1% | 947 | $38K |
| Owl Creek Wealth Partners LLC | 0.01% | Add +76.8% | 875 | $35K |
| Fulcrum Asset Management LLP | 0.00% | Add +8.5% | 869 | $35K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.6% | 864 | $34K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.04% | New | 837 | $33K |
| CYBER HORNET ETFs LLC | 0.02% | Reduce -2.3% | 808 | $32K |
| Cromwell Holdings LLC | 0.01% | Reduce -16.6% | 767 | $31K |
| Smartleaf Asset Management LLC | 0.00% | No change | 742 | $30K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +0.8% | 738 | $29K |
| Versant Capital Management, Inc | 0.00% | Add +2.2% | 684 | $27K |
| Covestor Ltd | 0.01% | Add +311.4% | 650 | $26K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.01% | New | 613 | $24K |
| SJS Investment Consulting Inc. | 0.00% | New | 608 | $24K |
| Regatta Research & Money Management | 0.02% | — | 569 | $23K |
| Bogart Wealth, LLC | 0.00% | Add +8.0% | 540 | $22K |
| International Assets Investment Management, LLC | 0.00% | Add +4.0% | 520 | $21K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 500 | $20K |
| Quent Capital, LLC | 0.00% | Add +37.9% | 491 | $20K |
| SHP Wealth Management | 0.00% | Add +4.5% | 484 | $19K |
| Crews Bank & Trust | 0.00% | No change | 444 | $18K |
| Trust Co. of Toledo NA | 0.00% | Add +42.0% | 443 | $18K |
| Lanark Financial, Inc. | 0.00% | Add +2.2% | 425 | $17K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.2% | 417 | $17K |
| JNBA Financial Advisors | 0.00% | No change | 410 | $16K |
| IFP Advisors, Inc | 0.00% | Reduce -3.1% | 376 | $15K |
| Assetmark, Inc. | 0.00% | Reduce -57.1% | 322 | $13K |
| Manchester Capital Management LLC | 0.00% | No change | 317 | $13K |
| Zions Bancorporation, National Association | 0.00% | Add +45.2% | 302 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | Add +398.3% | 299 | $12K |
| Meeder Asset Management Inc. | 0.00% | Add +28900.0% | 290 | $12K |
| Highline Wealth Partners LLC | 0.00% | Add +7.2% | 284 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 250 | $10K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +23.4% | 243 | $10K |
| GW&K Investment Management, LLC | 0.00% | Add +208.2% | 225 | $9K |
| DT Investment Partners, LLC | 0.00% | No change | 224 | $9K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 216 | $9K |
| Horizon Financial Services, LLC | 0.00% | Reduce -35.8% | 212 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 191 | $8K |
| Raiffeisen Bank International AG | 0.00% | Reduce -52.9% | 178 | $7K |
| Larson Financial Group LLC | 0.00% | Add +1.2% | 172 | $7K |
| Axiom Investment Management LLC | 0.00% | New | 150 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 144 | $6K |
| CoreCap Advisors, LLC | 0.00% | Add +4.4% | 141 | $6K |
| Investors Research Corp | 0.00% | No change | 130 | $5K |
| J.Safra Asset Management Corp | 0.00% | No change | 125 | $5K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -41.3% | 101 | $4K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +67.8% | 99 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -1.1% | 86 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 76 | $3K |
| Smithfield Trust Co | 0.00% | No change | 70 | $3K |
| SouthState Bank Corp | 0.00% | Add +7.3% | 74 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 70 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 70 | $3K |
| Kozak & Associates, Inc. | 0.00% | No change | 62 | $3K |
| JPL Wealth Management, LLC | 0.00% | Add +62.9% | 57 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -8.3% | 55 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 54 | $2K |
| True Wealth Design, LLC | 0.00% | New | 52 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -29.2% | 51 | $2K |
| Kilter Group LLC | 0.00% | Reduce -63.0% | 50 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -3.9% | 50 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -25.0% | 48 | $2K |
| High Note Wealth, LLC | 0.00% | New | 46 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 45 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +37.5% | 44 | $2K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 43 | $2K |
| Activest Wealth Management | 0.00% | Add +377.8% | 43 | $2K |
| Hughes Financial Services, LLC | 0.00% | Add +471.4% | 40 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.4% | 35 | $1K |
| Nvwm, LLC | 0.00% | No change | 35 | $1K |
| Spire Wealth Management | 0.00% | No change | 35 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +73.7% | 33 | $1K |
| Planning Strategies Inc. | 0.00% | — | 31 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | Reduce -67.4% | 31 | $1K |
| TFC Financial Management, Inc. | 0.00% | Reduce -18.2% | 27 | $1K |
| Quaker Wealth Management, LLC | 0.00% | Add +8.3% | 26 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +9.1% | 24 | $978 |
| Harbor Asset Planning, Inc. | 0.00% | No change | 24 | $958 |
| Provenance Wealth Advisors, LLC | 0.00% | New | 23 | $918 |
| Basepoint Wealth LLC | 0.00% | No change | 22 | $897 |
| American Capital Advisory, LLC | 0.00% | Add +37.5% | 22 | $879 |
| Blue Trust, Inc. | 0.00% | Reduce -66.2% | 22 | $878 |
| Aventura Private Wealth, LLC | 0.00% | No change | 20 | $798 |
| Strengthening Families & Communities, LLC | 0.00% | New | 18 | $719 |
| Buck Wealth Strategies, LLC | 0.00% | New | 18 | $719 |
| Cornerstone Financial Management LLC | 0.00% | No change | 16 | $639 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 16 | $639 |
| Rossby Financial, LCC | 0.00% | Add +220.0% | 16 | $639 |
| Valley National Advisers Inc. | 0.00% | New | 15 | $599 |
| Financial Management Professionals, Inc. | 0.00% | No change | 15 | $599 |
| Rialto Wealth Management, LLC | 0.00% | No change | 15 | $599 |
| Salomon & Ludwin, LLC | 0.00% | No change | 14 | $569 |
| Financial Consulate, Inc. | 0.00% | New | 14 | $559 |
| Bell Investment Advisors, Inc | 0.00% | No change | 14 | $559 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.8% | 13 | $519 |
| Bare Financial Services, Inc | 0.00% | New | 13 | $519 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -29.4% | 12 | $479 |
| Davis Capital Management | 0.00% | New | 9 | $359 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 7 | $279 |
| Silicon Valley Capital Partners | 0.00% | No change | 6 | $242 |
| Motco | 0.00% | New | 6 | $240 |
| Clark Wealth Partners | 0.00% | No change | 4 | $160 |
| Highland Investment Advisors LLC | 0.00% | — | 3 | $120 |
| Allied Private Wealth LLC | 0.00% | — | 1 | $42 |
| Avion Wealth | 0.00% | No change | 15 | $0 |
"% of holder's portfolio" is UDR's weight in each manager's 13F, not the share of Udr Inc. the manager owns.